Wealth Managers (India) Pvt. Ltd.

Equity, Debt, Hybrid · 12 investment approaches

Total AUM

₹840 Cr

Years Active

11.9

AUM Change (3M)

+0.7%

AUM Change (1Y)

+17.2%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Optimiser Small Cap	Equity	₹3 Cr	+0.69%	+29.99%	+22.47%	+26.15%	1.14
Optimiser Mid & small Cap	Equity	₹21 Cr	-3.55%	+28.12%	+16.66%	+20.63%	0.88
Real Assets Portfolio	Hybrid	₹2 Cr	-1.07%	+18.47%	-	+21.23%	1.61
Moat Portfolio	Equity	₹57 Cr	+0.70%	+15.60%	+19.70%	+9.86%	-
Focused Leadership Portfolio	Equity	₹142 Cr	-1.57%	+10.89%	+12.86%	+13.21%	0.59
Select Direct Growth Portfolio	Equity	₹139 Cr	-5.02%	+5.21%	+14.21%	+16.51%	0.82
Select Large Cap Portfolio	Equity	₹26 Cr	-6.58%	+5.01%	-	+9.08%	0.05
Liquidity Portfolio	Debt	₹0 Cr	+0.16%	+3.52%	-	+4.50%	-
Select Direct Asset Allocation Portfolio	Hybrid	₹205 Cr	-1.62%	+3.19%	+8.41%	+9.39%	0.57
Optimiser Portfolio	Equity	₹222 Cr	-7.70%	-1.44%	+15.63%	+22.78%	0.82
Sensex Plus Portfolio	Equity	₹17 Cr	-6.47%	-4.46%	-	-0.49%	-0.49
Smart Beta Portfolio	Equity	₹4 Cr	-6.19%	-6.76%	-	+1.38%	-0.37

Optimiser Small Cap

Optimiser Mid & small Cap

Real Assets Portfolio

Focused Leadership Portfolio

Select Direct Growth Portfolio

Select Large Cap Portfolio

Liquidity Portfolio

Select Direct Asset Allocation Portfolio

Optimiser Portfolio

Sensex Plus Portfolio

Smart Beta Portfolio